Financial Statements
Classify transactions and prepare financials
The built-in classifier sorts vendor spend into bookkeeping and tax categories, then prepares financial statements or tax-ready summaries, including Schedule C when needed.
AI Agent for CPAs, Tax Preparers, Bookkeepers, and Analysts
Tax, financials, and analysis from one AI agent
Bookgent turns client files into prepared tax returns, financial statements, and clear answers to finance questions. It reads the source documents, classifies and reconciles the data, follows up when something is missing, and produces work your team can review.
No credit card required. Start with a real return, close, or analysis request.
Client files in
Statements, tax documents, spreadsheets, and exports.
Questions surfaced
Open items, classifications, and supporting notes.
Review-ready work
Returns, financials, workpapers, and answers.
Built For
Firms handling real books, returns, reporting, and client files.
CPA firms
Tax preparers
Bookkeepers
Financial analysts
Finance teams
Why It Works
Built for finance work, not generic chat
Bookgent behaves more like a strong preparer, analyst, and software engineer: it can break a messy job into steps, work through the data, stay grounded in the underlying forms and instructions, and leave a trail your team can review.
Does the work, not just the chat
When the job needs cleanup, calculations, or reconciliation, Bookgent works through the steps and prepares the output instead of only describing what to do.
Grounded in forms and instructions
Bookgent is built around a structured library of tax forms, schedules, and instructions, so return prep stays aligned with real filing requirements instead of generic advice.
Keeps everything reviewable
Classifications, summaries, and prepared deliverables stay tied to the underlying files so a preparer can review before filing or sharing.
How It Works
Bring the files. Review the output.
The process stays simple: import the file set, let Bookgent classify and structure the data, answer open questions, and review the finished work.
01
Bring in the file set
Upload client documents, trial balances, statements, or exported reports.
02
Classify and structure the data
Bookgent organizes transactions, matches related records, and turns messy inputs into working data.
03
Resolve open items
If something is missing or unclear, the agent asks focused questions before it moves ahead.
04
Review the deliverable
Get prepared returns, financial statements, workpapers, and answers your team can inspect.
Use Cases
Where firms usually start
The first wins usually come from recurring prep work, document-heavy analysis, and client questions that already exist in the practice.
Finance Questions
Answer questions across your source data
Connect Stripe, Mercury, and other systems or upload exports. Ask about revenue, spending, cash movement, missing documents, or unusual activity and get answers tied back to the underlying data.
Tax Preparation
Prepare returns, forms, and workpapers
Upload W-2s, 1099s, K-1s, and supporting documents. Bookgent organizes the facts, follows the form instructions, and prepares reviewable returns and supporting workpapers.
For Firm Workflows
Remove the repetitive steps between files and finished work
Your team still owns judgment and review. Bookgent handles the repetitive reading, structuring, classification, and prep work that usually slows the job down.
Surface missing facts early
Open questions show up before they turn into rework at the end of the process.
Keep review in the loop
Bookgent prepares the work, but the final output stays easy for a human reviewer to inspect.
Repeat what works across clients
Once Bookgent fits your practice, you can apply the same approach across similar engagements.
Start Small
Make your practice AI-native, starting with real work
Start with one return, one month-end close, or one queue of finance questions. Use Bookgent on real work, see how it fits your review process, and expand from there.